Jim Simons Renaissance Technologies
Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Gilead Sciences
GILD
|
+$247M |
| 2 |
Johnson & Johnson
JNJ
|
+$225M |
| 3 |
MON
Monsanto Co
MON
|
+$213M |
| 4 |
AET
Aetna Inc
AET
|
+$208M |
| 5 |
Broadcom
AVGO
|
+$176M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bristol-Myers Squibb
BMY
|
+$227M |
| 2 |
Microsoft
MSFT
|
+$224M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$205M |
| 4 |
Nike
NKE
|
+$187M |
| 5 |
Pfizer
PFE
|
+$184M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.75% |
| 2 | Technology | 13.74% |
| 3 | Healthcare | 12.69% |
| 4 | Industrials | 11.51% |
| 5 | Consumer Discretionary | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Sanmina
SANM
$11.2B
| $7.13M | 0.01% |
194,433
+149,200
| +330% | +$4.72M |
|
1452
Sun Life Financial
SLF
$45.1B
| $7.12M | 0.01% |
185,700
-111,600
| -38% | -$4.04M |
|
|
BHBK
1453
DELISTED
Blue Hills Bancorp, Inc.
BHBK
| $7.12M | 0.01% |
379,900
-46,600
| -11% | -$778K |
|
1454
HUB Group
HUBG
$2.46B
| $7.12M | 0.01% |
325,472
-100,928
| -24% | -$2.08M |
|
|
KYNB
1455
Kyntra Bio
KYNB
$28.6M
| $7.12M | 0.01% |
13,304
+4,372
| +49% | +$2.18M |
|
|
QVCGA
1456
DELISTED
QVC Group Inc Series A
QVCGA
| $7.1M | 0.01% |
+7,324
| New | +$7.07M |
|
|
TSC
1457
DELISTED
TriState Capital Holdings, Inc.
TSC
| $7.09M | 0.01% |
320,800
+118,100
| +58% | +$2.24M |
|
|
LION
1458
DELISTED
Fidelity Southern Corporation
LION
| $7.08M | 0.01% |
299,069
-42,000
| -12% | -$889K |
|
|
ALE
1459
DELISTED
Allete
ALE
| $7.02M | 0.01% |
109,300
-27,099
| -20% | -$1.66M |
|
|
OB
1460
DELISTED
Onebeacon Insurance Group Ltd
OB
| $7.01M | 0.01% |
436,700
+61,100
| +16% | +$922K |
|
1461
KB Financial Group
KB
$42.1B
| $6.98M | 0.01% |
+197,900
| New | +$7.12M |
|
|
LVLT
1462
DELISTED
Level 3 Communications Inc
LVLT
| $6.96M | 0.01% |
+123,573
| New | +$6.53M |
|
|
WOOF
1463
DELISTED
VCA Inc.
WOOF
| $6.96M | 0.01% |
101,400
-513,600
| -84% | -$33.5M |
|
1464
Provident Financial
PROV
$113M
| $6.92M | 0.01% |
342,300
+22,600
| +7% | +$446K |
|
1465
Meta Platforms (Facebook)
META
$1.5T
| $6.9M | 0.01% |
60,000
-106,000
| -64% | -$13M |
|
1466
Information Services Group
III
$250M
| $6.9M | 0.01% |
1,895,390
+78,179
| +4% | +$302K |
|
|
ABAX
1467
DELISTED
Abaxis Inc
ABAX
| $6.89M | 0.01% |
130,500
-39,400
| -23% | -$2.03M |
|
1468
Plains GP Holdings
PAGP
$5.11B
| $6.87M | 0.01% |
198,061
+132,721
| +203% | +$4.55M |
|
1469
NVE Corp
NVEC
$580M
| $6.86M | 0.01% |
96,100
-2,000
| -2% | -$126K |
|
1470
Helen of Troy
HELE
$702M
| $6.86M | 0.01% |
81,210
-114,200
| -58% | -$9.55M |
|
|
MIME
1471
DELISTED
Mimecast Limited
MIME
| $6.84M | 0.01% |
381,900
+89,600
| +31% | +$1.79M |
|
|
RTEC
1472
DELISTED
Rudolph Technologies Inc
RTEC
| $6.83M | 0.01% |
292,600
-241,936
| -45% | -$4.74M |
|
|
AMBR
1473
DELISTED
Amber Road Inc
AMBR
| $6.83M | 0.01% |
752,100
-103,000
| -12% | -$1.04M |
|
1474
Saga Communications
SGA
$61.4M
| $6.82M | 0.01% |
135,600
+8,300
| +7% | +$391K |
|
1475
iShares MSCI Emerging Markets ETF
EEM
$30.5B
| $6.81M | 0.01% |
194,400
-5,800
| -3% | -$209K |
|
Similar funds
Jim Simons's Q4 2016 Portfolio in Review
As of Q4 2016, Jim Simons held 3,715 positions worth $63.2B, up 12% from $56.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.
Jim Simons deployed $5.07B of net new capital in Q4 2016, opening 418 new positions and adding to 1,792 existing holdings. Its largest new stake was Broadcom: 10,144,960 shares worth $179M.
By sector, the portfolio is most concentrated in Financials at 15% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $227M trimmed.
- Jim Simons's largest Q4 2016 buy was Broadcom: 10,144,960 shares worth $179M.
- Jim Simons added most to Gilead Sciences in Q4 2016, an estimated $247M increase.
- Jim Simons's biggest Q4 2016 reduction was Bristol-Myers Squibb, cutting an estimated $227M.
- Jim Simons fully exited Alphabet (Google) Class C in Q4 2016, selling an estimated $205M.
- Jim Simons's ten largest holdings make up 7.2% of its $63.2B portfolio in Q4 2016.
- Jim Simons opened 418 new positions and closed 494 in Q4 2016.
- Jim Simons's portfolio value rose 12% quarter-over-quarter to $63.2B.
Based on Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.